+285.6%
FITB vs IOVA
+4.5%
+281.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.3% |
| 7D | -0.4% | -2.2% | +1.8% | -0.2% |
| 30D | -5.1% | +31.7% | -36.9% | -7.6% |
| 3M | +3.5% | +117.3% | -113.7% | -4.7% |
| 6M | +17.2% | +55.8% | -38.6% | +10.4% |
| YTD | +17.6% | +208.8% | -191.2% | +3.1% |
| 1Y | +23.4% | +255.7% | -232.3% | +5.7% |
| 3Y | +129.7% | +41.7% | +88.1% | +95.4% |
| 5Y | +68.4% | -64.9% | +133.3% | +54.2% |
| 10Y | +285.6% | +6.3% | +279.3% | +212.5% |
| All | +285.6% | +4.5% | +281.2% | +212.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling